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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Marie Sanchez is an investment advisor representative associated with Cetera Investment Advisers LLC. Yvonne has been in the securities industry since August 1, 1998, and has been registered with Cetera Investment Advisers LLC since June 29, 2023. Previously, Yvonne was employed by Hamilton Fairchild Securities Corporation from July 16, 1996 to October 18, 2000. Yvonne is licensed in California, New Mexico. Yvonne has passed several securities exams including the Series 63, 65, 7, 24 and SIE. Yvonne also serves as a development board member for the University of New Mexico-Valencia Campus.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NM
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS LUNAS NM)
NM
07/16/1996 - 10/18/2000
HAMILTON FAIRCHILD SECURITIES CORPORATION (ALBUQUERQUE NM)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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